| A78 | SCHWARZ INVESTMENT PARTNERS CRD 113556 | KS | $184.9M | 2 | Charles Schwab→ |
| A78 | TOTAL WEALTH ADVISORS, LLC CRD 164633 | MN | $107.2M | 2 | Charles Schwab→ |
| A75 | BANNERSTONE CAPITAL MANAGEMENT, LLC CRD 147447 | MN | $155.3M | 3 | Charles Schwab→ |
| A75 | FBD ASSET MGMT, LLC CRD 307216 | MN | $76.8M | 1 | Charles Schwab→ |
| A75 | TROTT BROOK FINANCIAL, INC. CRD 290962 | MN | $120.5M | 1 | Fidelity→ |
| A73 | TEALWOOD ASSET MANAGEMENT INC CRD 105245 | MN | $365.4M | 5 | Charles Schwab→ |
| A72 | COMPASS INVESTMENT ADVISERS, LLC CRD 131933 | OR | $110.5M | 2 | Charles Schwab→ |
| A71 | LEGACY FINANCIAL ADVISORS CORPORATION CRD 115384 | MN | $317.7M | 2 | Charles Schwab→ |
| A71 | ENCORE WEALTH ADVISORS, LLC CRD 336566 | MN | $121.7M | 1 | Charles Schwab→ |
| A70 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC CRD 163088 | MN | $142.1M | 2 | E*Trade→ |
| A69 | ORCA INVESTMENT MANAGEMENT, LLC CRD 144377 | OR | $211.7M | 11 | Charles Schwab→ |
| A69 | PERKINS CAPITAL MANAGEMENT INC CRD 105028 | MN | $139.0M | 1 | E*Trade→ |
| A68 | NORTH FORTY TWO & CO. CRD 148417 | OR | $167.9M | 1 | Charles Schwab→ |
| A65 | PSC FINANCIAL LLC CRD 172054 | MN | $135.1M | 2 | LPL Financial→ |
| B64 | SOMERSET GROUP LLC CRD 160282 | MN | $145.6M | 3 | Charles Schwab→ |
| B64 | OFG FINANCIAL SERVICES, INC. CRD 23940 | KS | $271.0M | 50 | E*Trade→ |
| B64 | GREENBERG GARY LOUIS CRD 108423 | MN | $141.1M | 1 | E*Trade→ |
| B63 | S CAPITAL WEALTH ADVISORS, LLC CRD 172591 | MN | $127.5M | 3 | Charles Schwab→ |
| B63 | NAVISTA WEALTH MANAGEMENT, INC. CRD 332373 | MN | $709.6M | 4 | Raymond James→ |
| B62 | ABENS FINANCIAL SERVICES INC CRD 106604 | MN | $120.1M | 3 | —→ |
| B62 | FINANCIAL EMPOWERMENT LLC CRD 131425 | MN | $126.4M | 2 | —→ |
| B62 | KOOB WEALTH MANAGEMENT, LLC CRD 154830 | MN | $171.8M | 1 | LPL Financial→ |
| B61 | STEVENS, FOSTER FINANCIAL SERVICES, INC. CRD 115752 | MN | $750.4M | 5 | Charles Schwab→ |
| B61 | PROVIDENCE FINANCIAL ADVISORS, LLC CRD 124839 | KS | $428.1M | 4 | Charles Schwab→ |
| B61 | WELLSPRING ADVISORS, INC. CRD 147861 | OR | $152.2M | 2 | E*Trade→ |
| B61 | RETIREMENT CONSULTING GROUP, INC. CRD 311184 | OR | $457.0M | 2 | Charles Schwab→ |
| B61 | OREGON PACIFIC WEALTH MANAGEMENT, LLC CRD 283958 | OR | $156.3M | 4 | Charles Schwab→ |
| B61 | NORTH AMERICAN WEALTH ADVISORS INC. CRD 297057 | MN | $237.3M | 1 | Charles Schwab→ |
| B61 | GEN FINANCIAL MANAGEMENT INC. CRD 110179 | MN | $331.8M | 4 | Charles Schwab→ |
| B61 | MN WEALTH ADVISORS, LLC CRD 322617 | KS | $394.2M | 3 | Charles Schwab→ |
| B59 | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. CRD 113086 | MN | $52.2M | 1 | E*Trade→ |
| B59 | LIFEPLAN FINANCIAL, LLC CRD 136981 | MN | $141.0M | 2 | Charles Schwab→ |
| B59 | DAVIS FINANCIAL MANAGEMENT, INC. CRD 143410 | KS | $144.6M | 1 | Charles Schwab→ |
| B59 | SUMMA GLOBAL ADVISORS, LLC CRD 148713 | OR | $144.1M | 2 | Charles Schwab→ |
| B59 | WILLAMETTE FINANCIAL ADVISORS, LLC CRD 173482 | OR | $117.5M | 2 | Charles Schwab→ |
| B59 | MWM WEALTH ADVISORY, LLC CRD 287705 | MN | $129.9M | 1 | Charles Schwab→ |
| B58 | PEARL WEALTH LLC CRD 299508 | OR | $156.3M | 2 | Charles Schwab→ |
| B58 | CLEARVIEW WEALTH ADVISORS, LLC CRD 305737 | OR | $201.8M | 2 | Charles Schwab→ |
| B58 | DEDEKER FINANCIAL, LLC CRD 325537 | MN | $165.5M | 3 | Fidelity→ |
| B57 | 44 WEALTH MANAGEMENT LLC CRD 309647 | OR | $487.4M | 4 | Fidelity→ |
| B57 | LAUREL WEALTH PLANNING LLC CRD 122035 | MN | $453.6M | 9 | Raymond James→ |
| B57 | KEYSTONE WEALTH ADVISORS, INCORPORATED CRD 153418 | MN | $191.4M | 3 | Charles Schwab→ |
| B57 | SPRINGWATER WEALTH MANAGEMENT, LLC CRD 167539 | OR | $203.9M | 2 | Charles Schwab→ |
| B57 | ALL STAR FINANCIAL LLC CRD 323765 | MN | $881.7M | 5 | Charles Schwab→ |
| B57 | TRADEMARK FINANCIAL MANAGEMENT, LLC CRD 116543 | MN | $293.4M | 2 | Charles Schwab→ |
| B56 | CAPSTONE WEALTH ADVISORS, LLC CRD 287670 | OR | $102.4M | 2 | Charles Schwab→ |
| B56 | HIGHROAD WEALTH ADVISORS, LLC CRD 331566 | OR | $188.5M | 3 | Altruist→ |
| B56 | CLOVERFIELDS CAPITAL GROUP, LP CRD 306590 | MN | $358.7M | — | E*Trade→ |
| B56 | NEXT GENERATION INVESTING, LLC CRD 149017 | KS | $128.0M | 3 | E*Trade→ |
| B55 | ENCOMPASS WEALTH ADVISORS, LLC CRD 170807 | OR | $472.8M | 4 | E*Trade→ |